Creating Value Through Operational Execution

Optimal Investment Group is a private investment firm focused on acquiring and optimizing lower middle market businesses throughout North America.

20+

YEARS OF COMBINED EXPERIENCE

Our Areas of Focus

While we are industry agnostic, OIG has particular experience in the areas of consumer products, business services and logistics.

Consumer Products
Technology & IT
Distribution
Manufacturing
Business Services
Logistics

Our Investment Portfolio

OIG has a long history of successful acquisitions and exits, across a multitude of diverse industries.  Below are a few select portfolio companies.

Meet our Team

OIG's team consists of professionals with distinct operational and transactional backgrounds.

Joey Separzadeh

Founder, Managing Partner

Harris Roth

Partner

Avi Mafouda

Associate

Our Investment Process

Origination

OIG carefully chooses and analyzes which deals it pursues in order to save time for both the firm and any sell side advisors.

Committee

OIG presents opportunities to our investment committee prior to submitting any LOI, in order to be certain we will be fully pursuing the transaction.

LOI / Debt Sourcing

OIG will submit LOI's for companies that we believe we can acquire, on terms we have every intention of closing with.

Due Diligence

Once our LOI and exclusivity are approved, we proceed to due diligence (including legal diligence and a buy side QofE).

Closing

OIG's legal team works diligently to close transactions in a timely manner.

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